Organization owners can update their organization profile directly in Bonterra’s Nonprofit Hub to ensure the information reflects the most current status. These updates can impact various aspects of your organization's operations and visibility.
Who can edit Organization Profile Fields?
Only an Organization Owner is authorized to update the Organization Profile. If your organization was migrated from FrontDoor, its profile and verification status were retained. As an owner, you can change editable fields and request updates to the payment method. In certain cases, you may need to provide documentation to support the updates.
Step 1: Access the Organization Profile
Navigate to the Organizations section in Nonprofit Hub and locate the About section.
Step 2: Edit Profile Fields
Click the pencil icon next to the field you want to update, enter the new information, and save your changes.
To modify the Chapter/Location ID, navigate to the Organization Overview, click the Edit (pen) icon located at the top right, update the Location ID field, and then select Save Changes.
Who can update the Legal Name, Address, or EIN?
Changes to your organization's legal name, address, or Employer Identification Number (EIN) require you to submit a formal request to the support team for proper verification and compliance with Bonterra’s policies. Processing time for EIN changes typically takes 1-2 business days for verification. Once verified, the organization owner can update the EIN field within the Bonterra system without delay.
Step 1: Requesting a Change
Contact Support by clicking the messenger icon in the bottom right of any Nonprofit Hub page. Follow the steps to request help with your organization profile and confirm you are an owner.
Step 2: Submit Documentation
Provide official documentation supporting your requested change.
Step 3: Confirmation and Processing
Await confirmation and processing from the Bonterra team.
Ownership adjustments
If administrative ownership adjustments are needed for compliance or special permissions and cannot be completed by the current Owner, contact the support team and provide the required authorization documentation. A current Owner can transfer ownership directly to a verified secondary user. Verified secondary users must contact Support to request an ownership transfer and be verified before submitting the request.
Tips to ensure timely processing
- Double-check all required documents before submission.
- Ensure the information provided is accurate and up-to-date.
- Submit your request during business days to avoid delays.